Scheduled Reminders

The Reminders feature is available in both the classic and modernized versions of Entities. This section helps you understand how reminders work across both experiences. In the classic version, reminders are scheduled during the review setup process and follow a predefined timeline until the review is completed. On the other hand, the modernized version offers a simplified reminders table with filters and display options, allowing you to easily track and manage event reminders by urgency, date, user, and more. Learn how to use reminders effectively in each version to stay on top of compliance-related tasks.

Reminders in classic Entities

Reminders can be scheduled prior to initiating a Review. The Initiate Review wizard enables date selection when a Review is initially created.

Note

Reminders should be scheduled prior to initiating a review.

Establish a Schedule

A Reminder Schedule is initially established within the Review Manager Review Setup.

A Review Setup includes a Followup Reminder Timing dropdown menu which lists different timing options. Selection of a timing option will establish an initial schedule, as long as the selection is before the Review's due date.

Once a schedule has been established, dates will be added to the Review Initiation. These dates will populate the calendar up to the specified Review due date, therefore determining when Reminders will be emailed to the appropriate individuals.

Note

Once dates are scheduled, they cannot be changed. A Reminder can, however, be deleted.

Each Reminder can have a unique message added to it. The message can be edited by selecting the Wand button located next to it.

Reminders are populated with the schedule of dates and display on the Batch Listing screen.

Selecting the number for a Reminder in the Reminders column will open a detailed Reminders Schedule, providing a detailed breakdown of the status for each Reminder.

The various statuses are as follows:

  • Complete: Reminder has been sent.
  • Skipped: Reminder will occur on the same day as another notification, and so is skipped.
  • Pending: Reminder date is in the future and has not yet occurred.

Emails are sent to the designated individuals within the Review Setup. Upon completion of the Review, the reminders cease.

Reminders in modernized Entities

The modernized version of Entities includes a simplified table of event reminders with filters and features to help you view and analyze them efficiently. To view the reminders for a specific entity in the modernized version, go to Compliance > Reminders.

Note

You can view this information in modernized Entities and in classic Entities. To make changes to the data, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.

Filter or Option Description
Search Search the items by name or description.
Urgency category Filter by urgency levels such as Overdue, Upcoming, or Future. Use Reset to clear your selections.
Reminder date Select a date range and view items within that period.
For user Choose users whose items you want to view.
Clear all Clear all the applied filters to reset the list.
Columns

  • Show or hide columns such as Event, Description, Event Status, and User.

  • By default, Urgency category, Reminder date, and Name filters are selected.

  • Use the search field to find columns.

  • Select Columns again to close the filter.
Rows Choose to display 10, 25, or 50 rows. Use pagination controls to navigate between pages.

Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

Accessing reminder details

In the modernized Entities version, you can view detailed information for items listed under Compliance > Reminders. After accessing the section, follow these steps to explore the related details:

  1. From the table that appears, select a name whose details you want to view.

  2. On the Individual's details tab, review the following information for that name:

    • Details View main details, primary addresses, accounting dates, and more.
    • Addresses View information about primary addresses.

  3. To view appointment details, open the Appointments tab. Use the search and Columns options to filter and customize the view.

    Note

    If you select a name from the Appointments tab, you’ll be redirected to the individual’s details page.

On the details page of an entity, you can switch from the modernized Entities view to the classic version. To do this:

  1. Select Manage in classic Entities.

  2. (Optional) To skip the confirmation message and go directly to classic Entities the next time you switch, select Don’t show this message again.

  3. In the Go to classic Entities dialog box, select Go.

You’ll be redirected to the login page of classic Entities, where you can view the entity’s details in the classic interface.